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What's new and planned for Microsoft 365 Copilot for Sales

This topic lists features that are planned to release from April 2025 through September 2025. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave's release plans, go to 2024 release wave 2 plan.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Application experiences

Microsoft 365 Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces, helping sellers stay productive within the flow of work.

Feature Enabled for Public preview General availability
Easily save meeting notes to CRM following Teams meetings Users, automatically - Apr 25, 2025

Copilot agents

Copilot agents within Microsoft 365 Copilot for Sales help sellers autonomously complete end-to-end sales processes.

Feature Enabled for Public preview General availability
Enhance email summaries with improved third-party insights Admins, makers, marketers, or analysts, automatically - Apr 15, 2025
Engage prospects faster with Sales Agent enriched leads Users by admins, makers, or analysts Jun 2025 Oct 2025
Autonomously grow your pipeline with Sales Agent Users by admins, makers, or analysts Jun 2025 Oct 2025
Get AI-powered insights with enhanced pre-meeting card Users, automatically - Jun 2025

Microsoft Outlook experiences

Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.

Feature Enabled for Public preview General availability
Access Copilot for Sales from Outlook mobile Users, automatically Jan 20, 2025 Aug 2025
Include account and opportunity info in AI-generated emails Users, automatically - Jun 2025

Microsoft Teams experiences

Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.

Feature Enabled for Public preview General availability
View all sales insights in a single recap ___location Users, automatically - Jun 2025
Control if AI-generated insights are stored in Dataverse Admins, makers, marketers, or analysts, automatically - Jun 2025
Control if meeting insights can be shared with other sellers Admins, makers, marketers, or analysts, automatically Jun 2025 Jul 2025
Start your day with a Copilot for Sales meeting summary Users, automatically Jun 2025 Jun 2025
Seamlessly capture sales meetings with automatic recordings Users by admins, makers, or analysts May 13, 2025 Jun 2025

Sales Chat

Sales Chat is built on top of the Microsoft 365 Copilot Chat experience and integrates with Microsoft 365 Graph, CRM, and other sources so you can search, summarize, and synthesize your sales data in real time.

Feature Enabled for Public preview General availability
Access and analyze sales data with Sales Chat Users by admins, makers, or analysts Aug 2025 -
  • You are able to opt into some features as part of early access on February 3, 2025, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.